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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Hill Wealth Advisors LLC
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|---|---|
| CRD # | 318606 |
| SEC # | 801-123308 |
| CIK # | 0001964849 |
| AUM | $603.2 M (2025-03-26) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 703-673-7034 |
| Address | 19415 Deerfield Ave Lansdowne, VA 20176 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 12.3 | |
| Apple Inc | 12.1 | |
| Amazon Com Inc | 9.3 | |
| Alphabet Inc | 6.3 | |
| Procter & Gamble Co | 5.8 | |
| Exxon Mobil Corp | 3.7 | |
| AbbVie Inc | 3.3 | |
| J P Morgan Chase & Co | 3.1 | |
| Johnson & Johnson | 3.0 | |
| Altria Group Inc | 2.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 107.0 |
| (b) Individuals (high net worth individuals) | 164 | 489.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,191 | 603.2 |
| By Discretionary | ||
| Discretionary | 1,149 | 553.8 |
| Non-Discretionary | 42 | 49.4 |
| Total | 1,191 | 603.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.2 | |
| Total | 1,191 | 603.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964849] |
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WI | 0.6 |
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Little House Capital LLC
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MA | 0.6 |
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Truvestments Capital LLC
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FL | 0.6 |